Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

Dan received his Bachelor of Science Degree from Salem State College in Salem, MA. He has also completed numerous Financial Planning, Estate Planning, Investing, and Insurance courses from The American College. Prior to entering the financial services and insurance industry, Dan worked in the non-profit sector for over 20 years, primarily in the Development, Finance, and Research areas.

Dan’s financial practice spans all aspects of insurance and financial planning for individuals, families, and business owners. He has particular professional experience in Business Succession, Estate Planning, Retirement Plans, Employee Benefits, Disability, Long-Term Care, and Charitable Planning.

Dan holds the Chartered Life Underwriter (CLU®) and LUTCF designations from The American College, the Certified in Long Term Care (CLTC) designation from the Corporation for Long Term Care, and the Certified Gift Planning Associate (CGPA) designation from Crescendo Interactive’s Gift College. Dan is also a candidate at The American College for the Chartered Financial Consultant (ChFC®), and Chartered Advisor in Philanthropy (CAP) designations. He also holds the Accredited Investment Fiduciary (AIF) designation from Fi360 as well as  the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA).

Dan maintains Life and Health licenses in NY, OH, MI, MA, and NJ.

Dan is a member of several Professional Organizations, including:

  • National Association of Insurance and Financial Advisors
  • National Association of Charitable Gift Planners
  • Planned Giving Council of Upstate New York
  • American Cancer Society National Professional Advisors Network
  • American Council on Gift Annuities

Dan also serves on the Advisory Board for Retirement Advisor magazine

Dan lives in the Rochester area with his wife and three sons.